Private Banking Officer II

Frost(2 months ago)

San Antonio, TXOnsiteFull TimeMedior$94,868 - $126,552 (estimated)Private Banking

About this role

A Private Banking Officer II at Frost provides personalized financial relationship management for affluent and high-net-worth clients, focusing on long-term wealth stewardship and cross-disciplinary collaboration. The role supports clients' complex financial needs by coordinating services across banking, investment, trust, and insurance teams and representing Frost's client-focused culture within the community.

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Required Skills

Client Relationship
Financial Advisory
Sales
Financial Analysis
Credit Management
Loan Servicing
Negotiation
Communication
Microsoft Office

Qualifications

Bachelor's Degree
NMLS License
Series 7
Series 63
Group 1 Insurance License
Property And Casualty Insurance License
Certified Financial Planner
Certified Wealth Strategist
Formal Credit Training

About Frost

frostbank.com

From personal and business banking to investments and insurance, get everything you need from the Texas bank you know. Learn more about our financial products and services or open a bank account online with us today.

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